More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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The managing director of a multifamily office shares the tech that reduces drudgery and amplifies empathy — and an easy screen to help advisors steer clear of the dreaded "AI ick."
June 2
Blue Zone Wealth Advisors -
New York, United States, June 2nd, 2026, FinanceWire
June 2
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Martin E. Persson, PhD, MSc, CPA (Aust.), is an assistant professor of accountancy at the University of Illinois at Urbana-Champaign and a public voices fellow through The OpEd Project.
June 1
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Amid geopolitical uncertainty and fears of a trade war, family offices also show a preference in investing in developed markets.
June 1
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A presentation by Succession Resource Group shares the key pitfalls to avoid for RIAs seeking to create succession plans and recruit financial advisors.
June 1
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James Wylie is corporate counsel at the State Employee Credit Union of Maryland and the former head of the Division of Public Interest Examinations at the Federal Housing Finance Agency.
June 1
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Morningstar research suggests that while expenses drop in retirement, so, too, does income. Findings suggest some considerations for retirement planning.
June 1
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If married clients are heading for a divorce, experts share how to guide a dividing household, from setting strict communication boundaries to knowing your legal limits.
June 1
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Nicholas Dooley , CMEA, supervisesWithum 's cost segregation services group, helping real estate owners, developers and investors identify tax-saving opportunities through strategic fixed asset analysis and accelerated depreciation studies.June 1
